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Reliance Growth Fund - Retail Plan (G)

809.791 15.89 (2.00%)

NAV as on 29 May, 2015

CRISIL MF RANK

Scheme Risk Grade

  N.A

N.A

FUND FAMILY : Reliance Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Diversified Equity category by Crisil (for quarter ended Mar 2014) down from Rank 3 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 29 May, 2015)

Period Returns (%) Rank #
1 mth 3.8 50
3 mth -3.0 94
6 mth 6.3 56
1 year 32.2 66
2 year 33.2 40
3 year 25.8 37
5 year 12.9 50

# Moneycontrol Rank within Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 5.8 - - - -
2014 3.5 29.3 6.6 7.4 -
2013 -12.9 -2.9 -3.6 15.3 -3.3
2012 19.0 -3.4 9.2 6.7 37.5
2011 -8.9 -2.5 -9.3 -9.4 -27.9
2010 1.8 3.4 11.6 -3.4 16.1

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.8 -3.0 6.3 32.2 33.2 25.8 12.9
Category avg 3.0 -2.9 2.9 22.2 19.3 15.4 8.2
Difference of Fund returns and Category returns 0.8 -0.1 3.4 10.0 13.9 10.4 4.7
Best of category 8.0 5.4 17.1 63.6 51.4 42.0 24.4
Worst of category 0.2 -24.3 -16.3 -16.0 2.6 7.4 3.7
Benchmark returns # 2.2 -4.9 -0.8 16.4 18.3 19.6 10.3
Difference of Fund returns and Benchmark returns 1.6 1.9 7.1 15.8 14.9 6.2 2.6
Reliance Growth Fund - Retail Plan (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

The primary investment objective of the scheme is to achieve long term growth of capital by investing in equity and quity related securities through a research based investment approach.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 08, 1995
Benchmark S&P BSE 100
Asset Size (Rs cr) 5,535.58 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Sunil Singhania
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load - 1% if redeemed/switched out on or before completion of 1 yrs from the date of allotment.

Contact Details

Regd. Office One India Bulls Centre - Tower One, 11th & 12th floor, Jupiter Mills Compound, Elphinstone Road, Mumbai , 400013
Tel. No. 022-30994600
Fax No. 91 22 30414899
Email customer_care@reliancemutual.com
Website http://www.reliancemutual.com/

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Equity Oppor -Direct (G) Not Ranked
731.91 -3.9 1.6 34.1 -- --
Reliance Equity Oppor - RP (G) Rank 2
10,512.16 -4.1 1.2 33.1 28.2 19.3
HDFC Equity Fund (G) Rank 4
16,359.53 -4.3 -3.2 19.8 24.5 14.2
HDFC Equity Fund - Direct (G) Not Ranked
2,361.64 -4.1 -2.9 20.7 -- --
Reliance Equity Oppor - IP (G) Not Ranked
9.07 -4.0 1.3 33.4 28.4 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
UPL Chemicals 366.34 6.78
Axis Bank Banking/Finance 283.90 5.25
HCL Tech Technology 272.97 5.05
Indiabulls Banking/Finance 264.76 4.90
Lupin Pharmaceuticals 245.38 4.54
AB Nuvo Conglomerates 226.16 4.18
ICICI Bank Banking/Finance 207.09 3.83
United Spirits Food & Beverage 206.47 3.82
Divis Labs Pharmaceuticals 200.41 3.71
Orient Cement Cement 200.23 3.70

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 23.75 24.11 16.53
Engineering 11.12 11.70 10.15
Technology 10.89 13.70 10.89
Pharmaceuticals 9.94 11.79 9.46
Chemicals 8.76 8.76 7.07
Cement 6.28 6.63 3.27

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 98.87
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 1.03
Cash / Call 0.10

View All

Concentration

Holdings (%)
Top 5 26.52
Top 10 45.76
Sector (%)
Top 3 45.76

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